Member Application

You are most welcome to join Financial Planners Elite if you are:

1. Practising as an IFA in England, Scotland, Wales, Northern Ireland, the Channel Islands or the Isle of Man;
2. Active on the FSA register, authorised to give investment advice;
3. An independent financial adviser, giving whole of market advice;
4. Either a Certified Financial Planner ^CM, with a current CFP ^CM licence from the Institute of Financial Planning, or a Chartered Financial Planner, with current membership of the Personal Finance Society.

You will need your FSA Individual Reference number which you will find on the FSA Register.

You only need to complete the * mandatory fields at the application stage.  You can then edit the rest of the information from your profile page.

If you have any questions or, as occasionally happens, you have problems with the submission of your application, please contact us:

• 01294 211666
• 07850 944050 (mobile)
• email admin@financialplannerselite.com

We look forward to welcoming you as a member.